EPISODE · Jul 1, 2025 · 7 MIN
#20: PowerDMS Analytics: 3 Steps to Cleaner, Easier Proofs
from Accreditation Made Easy · host Areaka Jewell
Episode Description:If you’ve ever opened an Analytics report in PowerDMS and thought, “This doesn’t look assessor-ready,” you’re not alone. In this episode, Areaka walks you through three simple but powerful steps to make your reports clean, clear, and proof-ready. From how to filter and print them correctly to the secret sauce—scheduling reports just to save your filters and formatting—this is one of those small changes that makes a big difference. Whether you're prepping signature summaries, training logs, or review records, this episode will help you save time and show consistency across your assessment.📌 Timestamps:0:43 – Welcome back! A quick but impactful episode about how to make Analytics reports assessment-ready.1:22 – The challenge: Analytics reports often don’t look clean enough to use as proofs.2:00 – Step 1: Run and filter your report. Pick the right data, apply your filters, then refresh.2:40 – Step 2: Print to PDF using HTML and the browser’s print feature for clean formatting.4:12 – Why Microsoft Print to PDF creates better results than screenshots or downloads.5:15 – Step 3: The secret sauce—schedule your report (even if you don’t want it emailed).5:55 – Walkthrough: How to access Schedule Delivery and save your settings for reuse.6:50 – Tip: Select “Specific Months” and give your report a smart name to stay organized.7:32 – Consistency is key! Scheduling saves your filters so you’re not starting over each time.8:10 – Download your free Companion Guide for the step-by-step visuals.8:25 – Thanks for listening and don’t forget to share, subscribe, and leave a review.📥 Free Resource:Download your Companion Guide with a full feature breakdown: 👉 Download the Companion Guide🔗 Stay Connected:📇 Digital Business Card🌐 Website📘 Facebook📸 Instagram💼 LinkedIn⭐️ If this episode helped you:Please take a moment to rate, review, and follow Accreditation Made Easy wherever you get your podcasts. Your feedback helps others discover helpful content and keeps this community growing strong. See you next time!Connect with Areaka🙋♀️ Digital Business Card🌐 Website🔗 LinkedIn📘 Facebook📸 InstagramAre you signed up to get my free content?Head over to www.accreditationacademy.net/signup to get started. You will get access to a library inside YOUR PowerDMS of hundreds of Helpful Tips smartly organized in categories and new or updated content published every week.
What this episode covers
Episode Description:If you’ve ever opened an Analytics report in PowerDMS and thought, “This doesn’t look assessor-ready,” you’re not alone. In this episode, Areaka walks you through three simple but powerful steps to make your reports clean, clear, and proof-ready. From how to filter and print them correctly to the secret sauce—scheduling reports just to save your filters and formatting—this is one of those small changes that makes a big difference. Whether you're prepping signature summaries, training logs, or review records, this episode will help you save time and show consistency across your assessment.📌 Timestamps:0:43 – Welcome back! A quick but impactful episode about how to make Analytics reports assessment-ready.1:22 – The challenge: Analytics reports often don’t look clean enough to use as proofs.2:00 – Step 1: Run and filter your report. Pick the right data, apply your filters, then refresh.2:40 – Step 2: Print to PDF using HTML and the browser’s print feature for clean formatting.4:12 – Why Microsoft Print to PDF creates better results than screenshots or downloads.5:15 – Step 3: The secret sauce—schedule your report (even if you don’t want it emailed).5:55 – Walkthrough: How to access Schedule Delivery and save your settings for reuse.6:50 – Tip: Select “Specific Months” and give your report a smart name to stay organized.7:32 – Consistency is key! Scheduling saves your filters so you’re not starting over each time.8:10 – Download your free Companion Guide for the step-by-step visuals.8:25 – Thanks for listening and don’t forget to share, subscribe, and leave a review.📥 Free Resource:Download your Companion Guide with a full feature breakdown: 👉 Download the Companion Guide🔗 Stay Connected:📇 Digital Business Card🌐 Website📘 Facebook📸 Instagram💼 LinkedIn⭐️ If this episode helped you:Please take a moment to rate, review, and follow Accreditation Made Easy wherever you get your podcasts. Your feedback helps others discover helpful content and keeps this community growing strong. See you next time!Connect with Areaka🙋♀️ Digital Business Card🌐 Website🔗 LinkedIn📘 Facebook📸 InstagramAre you signed up to get my free content?Head over to www.accreditationacademy.net/signup to get started. You will get access to a library inside YOUR PowerDMS of hundreds of Helpful Tips smartly organized in categories and new or updated content published every week.
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#20: PowerDMS Analytics: 3 Steps to Cleaner, Easier Proofs
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